Robert Brokamp

speaker

4,580 appearances 41 recordings 3 series first heard Oct 2025 last heard 3d ago

Robert Brokamp’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 41 in all, peaking in Sep 2026 with 5.

Appearances

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Motley Fool Hidden Gems Investing · Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529 · 20 Jun 2026 podcast

And for more than six years, Dan and I have been answering questions for Motley Fool premium members during two live shows each and every week.

So I asked Dan to join me for this inaugural mailbag episode.

Welcome to the show, Dan.

Outstanding.

So this is how this is going to work.

So we chose six questions from those that we received, which touch on personal finance as well as a little bit of investing.

I will read each question and Dan and I will take turns taking a first crack at it.

And then the other will add his thoughts if he has any.

With all that said, here's the first question.

It comes from Brother Zach, who wrote in that the Fool recommends holding at least 25 individual stocks.

How do ETFs play into that?

Do they count as one stock, one and a half stocks, or do you count them as completely outside of the 25 individual holdings?

Dan, what do you think?

Yeah, and I think it's important to keep in mind the spirit of this rule, right?

The guidance is so that you don't have too much riding on one stock or one type of stock, but also that you have enough exposure to other types of stocks, industries, and sectors.

So when I look at my portfolio, which is a mix of individual stocks and ETFs and mutual funds, I use Morningstar's X-ray tool

to look at how my portfolio is actually allocated because that tool can look into the mutual funds at ETS and see which stocks or investments it holds.

And so I know when you add my individual holding in Berkshire to my S&P 500 index fund to whatever actively managed funds I have that have Berkshire, this is the total amount I have in that stock.

And you could have all kinds of ETFs, but you're not really diversified because there's so much overlap.

So I think that's also important to keep in mind.

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